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Charles Schwab
SCHW

Overview Fund Activity

1,863 hedge funds and large institutions have $105B invested in Charles Schwab in 2023 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 758 increasing their positions, 638 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+137
Holders Change %
+7.94%
% of All Funds
27.31%
Holding in Top 10
87
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+52.63%
% of All Funds
1.28%
New
283
Increased
758
Reduced
638
Closed
120
Calls
$2.42B
Puts
$2.26B
Net Calls
+$159M
Net Calls Change
+$311M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.87B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.19B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$605M
4
Dodge & Cox
Dodge & Cox
California
+$563M
5
Boston Partners
Boston Partners
Massachusetts
+$247M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$285M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$227M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$219M
4
Renaissance Technologies
Renaissance Technologies
New York
-$184M
5
Norges Bank
Norges Bank
Norway
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
776
First Trust Direct Indexing
Massachusetts
$2.08M +$367K +5,341 +22%
BCWM
777
Bartlett & Co Wealth Management
Ohio
$2.08M +$38.7K +557 +2%
BC
778
Bartlett & Co
Ohio
$2.08M +$38.7K +557 +2%
GS
779
GTS Securities
New York
$2.07M +$700K +10,179 +51%
EWA
780
EP Wealth Advisors
California
$2.07M +$147K +2,130 +8%
CAM
781
Crown Advisors Management
California
$2.06M – – –
MMA
782
Miracle Mile Advisors
California
$2.06M -$4.1M -59,549 -67%
XWM
783
Xcel Wealth Management
Florida
$2.05M -$129K -1,875 -6%
CPIG
784
Chicago Partners Investment Group
Illinois
$2.05M -$10.9K -172 -0.5%
MVA
785
Mount Vernon Associates
Maryland
$2.04M -$17.2K -250 -0.8%
MYIA
786
Mount Yale Investment Advisors
Colorado
$2.02M +$496K +7,209 +32%
ACA
787
Aptus Capital Advisors
Alabama
$2.02M -$674K -9,790 -25%
RJT
788
Raymond James Trust
Florida
$2.02M +$52.2K +759 +3%
IAS
789
Investment Advisory Services
Texas
$2.01M -$77.1K -1,121 -4%
AAS
790
Avantax Advisory Services
Texas
$2.01M +$552K +8,022 +38%
AAM
791
Advisors Asset Management
Colorado
$2.01M -$53.8K -782 -3%
CA
792
Cetera Advisors
Colorado
$2.01M +$60.1K +874 +3%
CHC
793
City Holding Co
West Virginia
$2M +$1.94M +28,260 +3,230%
CWA
794
Canvas Wealth Advisors
Kansas
$1.98M -$290K -4,452 -13%
CAI
795
Capital Advisors Inc
Oklahoma
$1.95M -$2.61K -38 -0.1%
MCA
796
Martin Capital Advisors
Texas
$1.95M -$11.6K -168 -0.6%
NFG
797
Nations Financial Group
Iowa
$1.95M +$519K +7,549 +36%
IA
798
IFP Advisors
Florida
$1.94M -$1.41M -20,454 -42%
Two Sigma Investments
799
Two Sigma Investments
New York
$1.94M +$1.42M +20,600 +271%
ATPW
800
Ashton Thomas Private Wealth
Arizona
$1.94M -$234K -3,400 -11%
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